See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,971 | $142,405-41.0% | $115,157-27.1% | $152,861-45.1% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 21.79% | 41.48%-19.7pp | 35.60%-13.8pp | 345.32%-323.5pp |
| Employer contribution / active EE | $1,381 | $4,010-65.6% | $3,179-56.6% | $4,762-71.0% |
| Participant deferral / active EE | $2,365 | $5,164-54.2% | $4,168-43.3% | $5,850-59.6% |
| Admin fee / account holder | $1,843 | $8,462-78.2% | $7,088-74.0% | $11,596-84.1% |